See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,763 | $94,625-8.3% | $116,228-25.4% | $84,808+2.3% |
| Participation rate | 93.8% | 70.4%+23.3pp | 74.6%+19.2pp | 68.3%+25.4pp |
| Annual return | 14.91% | 20.40%-5.5pp | 90.06%-75.1pp | 40.90%-26.0pp |
| Employer contribution / active EE | $2,531 | $2,347+7.9% | $2,994-15.5% | $2,631-3.8% |
| Participant deferral / active EE | $3,463 | $3,972-12.8% | $4,953-30.1% | $4,212-17.8% |
| Admin fee / account holder | $4,298 | $10,091-57.4% | $11,989-64.1% | $7,344-41.5% |